Shared Financial Services

Our newest fee-for-service program, Shared Financial Services, is designed to free up organizational resources and time while still allowing for the continued financial management, reporting, and oversight by the organization’s senior financial management team.

Our solution involves the use of “cloud-based” software packages (Hubdoc, Xero, and ApprovalMax) that integrate to provide a seamless end-to-end solution. Included among the transactional accounting services provided are accounts payable, accounts receivable (including resident/client billing), payroll and reporting. The organization’s financial team has full access to the accounting system for purposes of reporting.

As a fee-for-service program, a fixed annual price will be determined based on the estimated number of transactions. All software and payroll costs are included in the pricing.

Allow us to take care of this important corporate function for your organization – you maintain responsibility for financial oversight while having the ability to reallocate your valuable resources to better meet the needs of your organization.